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Legacy Capital Group California’s Lockheed Martin LMT Stock Holding History

Legacy Capital Group California’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$607K Buy
1,191
+19
+2% +$10.3K 0.18% 165
2026
Q1 		$708K Sell
1,172
-398
-25% -$245K 0.27% 118
2025
Q4 		$759K Buy
1,570
+48
+3% +$23K 0.18% 147
2025
Q3 		$760K Buy
1,522
+373
+32% +$169K 0.19% 143
2025
Q2 		$532K Buy
1,149
+28
+2% +$13.1K 0.15% 172
2025
Q1 		$501K Buy
1,121
+41
+4% +$18.9K 0.17% 168
2024
Q4 		$525K Buy
1,080
+19
+2% +$10.4K 0.16% 173
2024
Q3 		$620K Buy
1,061
+121
+13% +$65K 0.21% 143
2024
Q2 		$439K Buy
940
+75
+9% +$34.7K 0.16% 185
2024
Q1 		$393K Buy
865
+126
+17% +$55.2K 0.15% 194
2023
Q4 		$335K Buy
739
+1
+0.1% +$443 0.13% 203
2023
Q3 		$302K Sell
738
-800
-52% -$355K 0.13% 210
2023
Q2 		$708K Buy
1,538
+59
+4% +$27.4K 0.29% 99
2023
Q1 		$699K Buy
+1,479
New +$694K 0.34% 92

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Legacy Capital Group California's LMT Position: Q2 2026 in Review

Legacy Capital Group California increased its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,191 shares worth $607K. The position accounts for 0.18% of the portfolio, ranked #165.

Legacy Capital Group California first reported a position in LMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $760K in Q3 2025. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Capital Group California held 1,191 shares of Lockheed Martin worth $607K as of Q2 2026.
  • Legacy Capital Group California bought 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.18% of Legacy Capital Group California's portfolio in Q2 2026, its #165 holding.
  • Legacy Capital Group California first reported a position in Lockheed Martin in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Lockheed Martin position peaked at $760K in Q3 2025.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.